CAPITAL GROUP GBL GROWTH EQT

Ticker: CGGO CUSIP: 14020X104 Class: ETF

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 299,822 Value ($000) $10,389 Avg Close — Range —
Q3 2025
Shares 293,604 Value ($000) $10,032 Avg Close — Range —
Q2 2025
Shares 297,309 Value ($000) $9,505 Avg Close — Range —
Q1 2025
Shares 265,415 Value ($000) $7,519 Avg Close — Range —
Q4 2024
Shares 223,648 Value ($000) $6,535 Avg Close — Range —
Q3 2024
Shares 200,361 Value ($000) $6,041 Avg Close — Range —
Q2 2024
Shares 136,272 Value ($000) $4,012 Avg Close — Range —
Q1 2024
Shares 124,619 Value ($000) $3,589 Avg Close — Range —
Q4 2023
Shares 84,864 Value ($000) $2,184 Avg Close — Range —
Q3 2023
Shares 78,465 Value ($000) $1,798 Avg Close — Range —
Q2 2023
Shares 76,280 Value ($000) $1,853 Avg Close — Range —
Q1 2023
Shares 75,588 Value ($000) $1,743 Avg Close — Range —
Q4 2022
Shares 50,947 Value ($000) $1,070 Avg Close — Range —
Q3 2022
Shares 26,075 Value ($000) $488 Avg Close — Range —